JFS Wealth Advisors Revenue and Competitors

Hermitage, PA USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • JFS Wealth Advisors's estimated annual revenue is currently $24.4M per year.(i)
  • JFS Wealth Advisors's estimated revenue per employee is $210,000

Employee Data

  • JFS Wealth Advisors has 116 Employees.(i)
  • JFS Wealth Advisors grew their employee count by 1% last year.

JFS Wealth Advisors's People

NameTitleEmail/Phone
1
President and FounderReveal Email/Phone
2
COO, PartnerReveal Email/Phone
3
ControllerReveal Email/Phone
4
Chief Compliance OfficerReveal Email/Phone
5
Chief Investment OfficerReveal Email/Phone
6
Director Financial PlanningReveal Email/Phone
7
Operations ManagerReveal Email/Phone
8
Manager Portfolio TradingReveal Email/Phone
9
Client Service ManagerReveal Email/Phone
10
Project ManagerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$34920M122N/AN/A$67.6B
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What Is JFS Wealth Advisors?

JFS Wealth Advisors is dedicated to helping financially successful individuals and families live their dreams by providing integrated financial planning and investment strategies for every stage of life. Founded by Bob Jazwinski in 1986, what began as a one-man office in Hermitage, PA, has grown into a 60+ member, full-service firm with 8 locations. Today we serve over 2,000 clients in over 40 states, with assets under management approximating $2 billion. Honesty and integrity are at the core of our professional philosophy. We're invested in building long-term client relationships, not selling products. We believe that your story is more important than ours. So, we take the time to get to know you, your goals, your challenges and your vision for the future. You can count on us to be fully engaged and responsive every step of the way, and trust that we'll deliver on every promise we make. We offer a wide array of services to our clients, including Investment Management, Retirement Planning, Tax Planning & Preparation, Insurance Review & Risk Assessment, Estate & Legacy Planning, Education Planning, Cash Management, and Philanthropic Planning. JFS also offers businesses the same level of exceptional service and expert financial guidance that we give our individual clients. We will work with you to design a plan with diversified investment strategies and broad flexibility that empowers your employees to fund their next egg and manage financial decisions.

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Total Funding

116

Number of Employees

$24.4M

Revenue (est)

1%

Employee Growth %

N/A

Valuation

N/A

Accelerator

JFS Wealth Advisors News

2022-04-20 - Q4 2022 Earnings Forecast for Linde plc (NYSE:LIN) Issued ...

Jefferies Financial Group began coverage on Linde in a research report ... Finally, JFS Wealth Advisors LLC lifted its position in shares of...

2022-04-19 - Brokers Offer Predictions for Morgan Stanley's Q3 2022 ...

JFS Wealth Advisors LLC now owns 265 shares of the financial services provider's stock worth $26,000 after purchasing an additional 101 shares...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$43.9M1330%N/A
#2
$7.5M2035%N/A
#3
$98.2M31315%N/A
#4
$2231.2M74300%$8M